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Betterment LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on VUG, newest first. How the timeline and the estimate are built.

Betterment LLC held 1,953,898 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,953,898 shares
    Change vs previous 13F +1,632,126 shares

    0.28% of the 13F portfolio, value $168,309,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 321,772 shares
    Change vs previous 13F +6,918 shares

    0.27% of the 13F portfolio, value $140,547,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 314,854 shares
    Change vs previous 13F +8,948 shares

    0.29% of the 13F portfolio, value $153,605,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 305,906 shares
    Change vs previous 13F +15,751 shares

    0.29% of the 13F portfolio, value $146,716,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 290,155 shares
    Change vs previous 13F +22,648 shares

    0.27% of the 13F portfolio, value $127,204,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 267,507 shares
    Change vs previous 13F +11,231 shares

    0.24% of the 13F portfolio, value $99,197,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 256,276 shares
    Change vs previous 13F +39,558 shares

    0.25% of the 13F portfolio, value $105,186,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 216,718 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $83,205,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).